Oak Thistle LLC’s Prosperity Bancshares PB Stock Holding History

Oak Thistle LLC’s Portfolio PB Stock Details PB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,738	Closed	-$845K	–	618
2025 Q3	$845K	Sell	12,738 -12,359	-49%	-$849K	0.13%	297
2025 Q2	$1.76M	Buy	25,097 +12,703	+102%	+$875K	0.26%	135
2025 Q1	$885K	Buy	12,394 +2,620	+27%	+$198K	0.18%	215
2024 Q4	$736K	Buy	+9,774	New	+$755K	0.22%	178
2024 Q1	–	Sell	-3,027	Closed	-$205K	–	464
2023 Q4	$205K	Buy	+3,027	New	+$177K	0.06%	388
2022 Q4	–	Sell	-4,214	Closed	-$281K	–	212
2022 Q3	$281K	Buy	4,214 +1,146	+37%	+$81.9K	1.01%	31
2022 Q2	$209K	Buy	+3,068	New	+$211K	0.4%	156

Other funds holding PB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return